AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$215K 0.08%
+6,973
127
$214K 0.08%
+11,180
128
$213K 0.08%
3,320
-1,510
129
$210K 0.08%
1,181
+172
130
$206K 0.08%
2,212
+626
131
$202K 0.08%
11,763
+10,683
132
$201K 0.08%
5,178
+1,791
133
$194K 0.07%
435
+140
134
$189K 0.07%
946
-112
135
$187K 0.07%
395
-205
136
$183K 0.07%
2,020
-1,647
137
$180K 0.07%
1,339
138
$178K 0.07%
712
-29
139
$177K 0.07%
4,378
-1,296
140
$173K 0.07%
818
-1,364
141
$172K 0.07%
2,536
-6,687
142
$169K 0.06%
2,042
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143
$167K 0.06%
+3,316
144
$166K 0.06%
4,543
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145
$161K 0.06%
3,000
146
$153K 0.06%
+3,056
147
$141K 0.05%
845
148
$141K 0.05%
13,135
149
$137K 0.05%
575
-483
150
$135K 0.05%
1,395
+156
4 5
6
7 8